Tax Strategies

The Health Care Reform Act – What it Means to You and What to do About it

by Kevin Mercadante

Patient Protection and Affordable Care Act (PPACA)* – sometimes known as Obamacare – will be fully implemented starting January 1st 2014. The act has actually been phasing in gradually since it was passed in 2010, but most major components will be in full effect as of the first of the year. This will be the [...]

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Income Tax Law Changes for 2013

by Kevin Mercadante

The ink on your 2012 income tax returns is probably barely dry, but it’s already time to start looking ahead to income tax law changes for 2013. You may not have to concern yourself with filing for close to another year, but now is the time to begin setting up for a more comfortable ride [...]

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Can You Make Deductible IRA Contributions?

by Neal Frankle

If you make deductible IRA contributions it can be one of the best financial moves available. Not only do you get an immediate tax savings, you also take advantage of tax deferred investment growth for years to come. What’s not to like? The question is – are you eligible to make deductible retirement contributions to [...]

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How to Find A CPA

by Neal Frankle

Everybody knows how to find a CPA . But very few know how to find a good CPA. And having a good CPA can make all the difference. Over the last 30 years as a financial advisor, I’ve seen the good, bad and (very) ugly when it comes to people who charge you for tax [...]

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9 Juicy Individual Tax Deductions Most Overlooked

by Guest Writer

You may hear a lot about individual tax deductions and credits this tax season, but chances are you are leaving money on the table every year. The good news is there are multiple tax deductions that you can find by looking at your family expenses, home expenses and the money that you spend every year [...]

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How to Prepare for Income Tax Season

by Neal Frankle

Do you hate feeling rushed? I certainly do. Well… if you procrastinate during income tax season, you’re not only going to have to finish things up at the last minute. You also run the risk of making mistakes. And if that happens you’ll have to deal with stiff tax penalties as well. And if you [...]

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